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PDS Planning’s AstraZeneca AZN Stock Holding History

PDS Planning’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
6,926
-44
-0.6% -$8.28K 0.08% 126
2026
Q1 		$1.37M Buy
6,970
+1,044
+18% +$201K 0.09% 105
2025
Q4 		$1.09M Buy
5,926
+90
+2% +$15.8K 0.07% 130
2025
Q3 		$895K Buy
5,836
+589
+11% +$89.1K 0.06% 145
2025
Q2 		$733K Sell
5,247
-121
-2% -$17K 0.05% 170
2025
Q1 		$789K Buy
5,368
+781
+17% +$113K 0.07% 139
2024
Q4 		$601K Sell
4,587
-81
-2% -$11.3K 0.05% 163
2024
Q3 		$727K Sell
4,668
-1,024
-18% -$165K 0.07% 134
2024
Q2 		$888K Buy
5,692
+357
+7% +$53.7K 0.09% 96
2024
Q1 		$723K Buy
5,335
+140
+3% +$18.5K 0.08% 114
2023
Q4 		$700K Sell
5,195
-181
-3% -$23.5K 0.08% 103
2023
Q3 		$728K Buy
5,376
+173
+3% +$23.6K 0.09% 94
2023
Q2 		$745K Buy
5,203
+164
+3% +$24.1K 0.1% 95
2023
Q1 		$700K Buy
5,039
+1,346
+36% +$181K 0.1% 93
2022
Q4 		$501K Buy
3,693
+35
+1% +$4.39K 0.08% 95
2022
Q3 		$401K Sell
3,658
-25
-0.7% -$3.17K 0.07% 100
2022
Q2 		$487K Buy
3,683
+455
+14% +$59.7K 0.09% 94
2022
Q1 		$428K Buy
3,228
+453
+16% +$54.3K 0.08% 107
2021
Q4 		$323K Sell
2,775
-750
-21% -$88.2K 0.06% 129
2021
Q3 		$423K Buy
3,525
+673
+24% +$78.3K 0.1% 99
2021
Q2 		$342K Buy
2,852
+590
+26% +$64.7K 0.08% 116
2021
Q1 		$225K Buy
2,262
+140
+7% +$14.1K 0.07% 144
2020
Q4 		$212K Buy
2,122
+169
+9% +$17.9K 0.07% 141
2020
Q3 		$214K Buy
+1,953
New +$217K 0.09% 125

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PDS Planning's AZN Position: Q2 2026 in Review

PDS Planning reduced its AstraZeneca (AZN) stake by 0.63% in Q2 2026, selling an estimated $8.28K and leaving 6,926 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #126.

PDS Planning first reported a position in AZN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.37M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • PDS Planning held 6,926 shares of AstraZeneca worth $1.31M as of Q2 2026.
  • PDS Planning sold 44 AstraZeneca shares in Q2 2026, an estimated $8.28K.
  • AstraZeneca made up 0.08% of PDS Planning's portfolio in Q2 2026, its #126 holding.
  • PDS Planning first reported a position in AstraZeneca in Q3 2020 and has held it in 24 quarters since.
  • PDS Planning's AstraZeneca position peaked at $1.37M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.